UTM — Connections / Meta Lead Ads
Manage Meta connections, pages, ad accounts, Instant Forms, pixels, and lead/customer attribution by ad.
Access
Menu → UTM. Requires the utm module.
Overview
The active flow is the Connections hub (Meta Lead Ads and future providers).
| Area | Role |
|---|---|
| Connections | Connect Meta and list hubs |
| Pages | Facebook pages on the connection |
| Ad accounts | Ad Accounts linked to the page |
| Campaigns / ad sets / ads | Meta sync (operational read) |
| Instant Forms | Sync and map fields + actions |
| Pixels | Sync and CAPI token on the ad account |
| Leads / customers per ad | Paginated lists from each ad |
Classic UTM
Legacy screens for manual campaigns, site forms, classic WhatsApp tracking, and old analytics are discontinued in the app. The supported path is the Connections hub.
Connect Meta
- Open UTM
- Create or open a Meta connection
- Authorize the requested permissions (pages, ads, leads)
- Select the pages and ad accounts for the hub
Navigate to an ad
- Connections → Page
- Open an ad account
- Sync campaigns when needed
- Open the campaign → ad set → ads list
In the ads list:
- Details — creative, Meta IDs, and status
- View leads — leads attributed to that ad
- View customers — customers with the same ad
Attribution by ad
Meta leads are attributed to the ad (local ID + Meta ID), not the campaign.
- Instant Forms do not pick a campaign/ad in setup
- The ad arrives with the Meta lead itself
- Customers can inherit ad attribution from that link
Instant Forms
- On the page, open the Forms tab
- Sync Instant Forms from Meta
- Open the form to map:
- form fields → Interflow fields
- actions (tags, funnel stage, etc.)
- Save the mapping
You do not need (and cannot) bind the form to a campaign: attribution comes from the lead’s ad.
Pixels (CAPI)
- Open the ad account
- Sync pixels from Meta
- Set the pixel CAPI token used for conversion events
Pixels live at the account level (not campaign or ad set).
Customers by ad
UTM → Customers by ad lists each origin (the ad’s external ID) with the customer count.
On the list:
- Filter by stage, tag, and channel — filters combine
- From and To use the calendar day in the browser time zone (the last day includes until 23:59 on your clock)
On an ad’s detail:
- Group by Funnel, Tag, or Channel
- The table shows the arrival channel (first individual chat) and the sale price
- The CSV export includes channel and value
Changelog: v2026.10.27
CRM integration
Combine ad attribution with funnels and customers: tags and stages can be applied by Instant Form actions when the lead arrives.